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Welcome to The WP&BC Portland Chapter

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Thank you to our 2024 Spring Conference Sponsors!

Income in Retirement: Panel Discussion

In its 15th year, the PIMCO US DC Consulting Study seeks to help consultants, advisors, and plan sponsors understand the breadth of views and consulting services available within the DC marketplace.

Today’s retirement savers are facing challenging times. Traditional sources of guaranteed lifetime income are changing and uncertain.

Retirement Plan participants are looking to their employer for guaranteed lifetime income and financial security as a whole.

The approach that Nationwide has taken is to create solutions that help participants with creating income w/in the retirement plan they know:

    1. Simple
    2. Do not annuitize
    3. TDF Based
    4. Lower Cost
Rich Merson is a vice president in the Newport Beach office and an account manager for the Pacific Northwest and Rocky Mountain regions. He is also a member of PIMCO’s client management Inclusion & Diversity Council, contributing to the firm’s investments in inclusion and diversity, internally and externally.. Prior to joining PIMCO in 2017, he was a vice president at Legg Mason Global Asset Management, responsible for defined contribution investment-only sales in the Pacific Northwest region. Rich has 25 years of investment and financial services experience and holds an undergraduate degree in finance from the University of Illinois

Eric Glinsky is a Product Specialist with Nationwide, focusing on income and capital preservation investment solutions. He has been in the retirement planning industry for over 18 years, and he has extensive experience working with advisors, consultants, and plan sponsors in both the government and corporate retirement plan sectors. He currently holds his Certified Retirement Counselor (CRC) Designation as well as his Series 6, Series 63, Series 65, and Life and Health Insurance licenses.

Please feel free to reach out to WP&BC with any questions.

Direct Questions To:


(503) 928-8780

1819 SW 5th Ave. #211
Portland, OR 97201

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